Having recently returned to the MYX fold, I am interested in the fact that Mithra's increased holding in MYX (to 9.57%) has gone down without much fanfare from the analysts.
Following the launch of NEXTSTELLIS in the USA in June 21 we have seen nothing but downward share price pressure and (it would appear) the BEOT is complicit with this selldown.
My question is: why would these learned investors be so quiet when a large pharmaceutical company has taken a strategic stake in a manufacturer/ distributor at the time of launch (and immediately following) and nothing much is said in their respective analysis?
There seems to be a spate of M&A activity across the whole market - why wouldn't this sector attract some interest??
And that is why I have rejoined the share registry. MYX, with a market cap of just A$500m as at today, is a prime TO target.
Anyways, that's my 2 cents worth.
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